AdvisorPeak

Addepar was founded over a decade ago with the goal of creating a more transparent financial system. We provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. Addepar works with hundreds of leading financial advisors, family offices, and large financial institutions that manage data for over $3.5 trillion of assets on the company’s platform. Since joining Addepar in 2020, Bob has built and managed world-class teams who drove many of Addepar’s platform, data, compute, and AI advances across the organization. At Addepar, Dan is responsible for client services, customer success management, technical support, and the Training Academy. Prior to joining Addepar, Eric was the Chief Financial Officer of Real Capital Analytics (acquired by MSCI and prior to that Chief Operating Officer of automotiveMastermind (acquired by IHSMarkit). Prior to Addepar, James served in leadership roles and led global teams at London Stock Exchange Group, S&P Global and Reuters. Since joining Addepar in 2014, Peter has built and led a number of teams within the sales organization including the enterprise sales and enterprise account management teams.